BKCG vs VOO
BNY Mellon Concentrated Growth ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | BKCG | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $117M | $979.0B | |
| Dividend Yield | 0.79% | 1.09% | |
| Holdings | 29 | 509 | |
| YTD Return | +9.96% | +14.48% | |
| 1Y Return | +15.16% | +22.02% | |
| 3Y Return (annualized) | - | +21.80% | |
| 5Y Return (annualized) | - | +13.36% | |
| Volatility (annualized) | 13.4% | 14.2% | |
| Max Drawdown | -12.1% | -34.3% | |
| Fund Family | BNY Mellon Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Mar 31, 2025 | Sep 7, 2010 |
BKCG vs VOO Performance
BNY Mellon Concentrated Growth ETF (BKCG) is a ETF from BNY Mellon Investment Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BKCG returned +15.16% while VOO returned +22.02%. Year to date, BKCG is up 9.96% versus a gain of 14.48% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 13.4% for BKCG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -12.1% for BKCG and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BKCG charges 0.50% per year while VOO charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, BKCG currently yields 0.79% against 1.09% for VOO.
Holdings Overlap
BKCG and VOO share 21 holdings out of 511 unique holdings combined, representing a 30.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BKCG or VOO?
BKCG has an expense ratio of 0.50% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, BKCG or VOO?
Over the past year BKCG returned +15.16% vs +22.02% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BKCG annualized +21.40% vs +13.61% for VOO. Past performance does not guarantee future results.
Which is riskier, BKCG or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 13.4% for BKCG. Worst drawdown: BKCG -12.1% vs VOO -34.3%.
Should I hold both BKCG and VOO?
BKCG and VOO have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BKCG and VOO?
BKCG and VOO share 21 common holdings with a 30.9% weight overlap. Combined, they hold 511 unique securities.
Which pays a higher dividend, BKCG or VOO?
BKCG yields 0.79% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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